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LAMC
Longview Asset Management (California) Portfolio holdings
AUM
$202M
1-Year Est. Return
11.36%
This Fund
S&P 500
This Quarter
Est. Return
-1.77%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
101.43%
Top 10 Holdings %
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$32M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$24M |
| 3 |
JPMorgan Income ETF
JPIE
|
+$19.8M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$14.3M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$11.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.8% |
| 2 | Communication Services | 0.82% |
| 3 | Financials | 0.69% |
| 4 | Industrials | 0.69% |
| 5 | Consumer Discretionary | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cintas
CTAS
$82.3B
| $46.8K | 0.03% |
+256
| New | +$53.8K |
|
77
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
| $46.1K | 0.03% |
+238
| New | +$47K |
|
78
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
| $45.9K | 0.03% |
+915
| New | +$46.3K |
|
79
Mastercard
MA
$494B
| $45.3K | 0.03% |
+86
| New | +$44.5K |
|
80
RB Global
RBA
$16.9B
| $44.8K | 0.03% |
+497
| New | +$44.5K |
|
81
Honeywell
HON
$73.6B
| $44.7K | 0.03% |
+210
| New | +$43.8K |
|
82
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.96B
| $44.7K | 0.03% |
+1,103
| New | +$46.6K |
|
83
Visa
V
$678B
| $43K | 0.03% |
+136
| New | +$40.9K |
|
84
TJX Companies
TJX
$173B
| $42.5K | 0.03% |
+352
| New | +$42K |
|
85
State Street SPDR S&P Regional Banking ETF
KRE
$4.62B
| $42.2K | 0.03% |
+700
| New | +$43.4K |
|
86
Blackrock
BLK
$178B
| $42K | 0.03% |
+41
| New | +$41.6K |
|
87
TSMC
TSM
$2.19T
| $41.5K | 0.03% |
+210
| New | +$40.6K |
|
88
Joby Aviation
JOBY
$8.28B
| $40.6K | 0.03% |
+5,000
| New | +$33.2K |
|
|
RWT
89
Redwood Trust
RWT
$588M
| $39.2K | 0.03% |
+6,000
| New | +$43.2K |
|
90
Waste Management
WM
$91.3B
| $38.9K | 0.03% |
+193
| New | +$41.5K |
|
91
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
| $38.6K | 0.03% |
+385
| New | +$38.7K |
|
92
Palantir
PLTR
$422B
| $37.8K | 0.03% |
+500
| New | +$29.1K |
|
93
CrowdStrike
CRWD
$227B
| $35.9K | 0.02% |
+420
| New | +$34.9K |
|
94
Salesforce
CRM
$161B
| $35.1K | 0.02% |
+105
| New | +$33.5K |
|
95
WisdomTree US LargeCap Dividend Fund
DLN
$6.41B
| $34.9K | 0.02% |
+448
| New | +$35.7K |
|
96
Vanguard Dividend Appreciation ETF
VIG
$115B
| $34.3K | 0.02% |
+175
| New | +$34.9K |
|
97
Sherwin-Williams
SHW
$88.5B
| $33.3K | 0.02% |
+98
| New | +$36.6K |
|
98
Phillips 66
PSX
$88.9B
| $32.6K | 0.02% |
+286
| New | +$36.4K |
|
99
Stryker
SYK
$134B
| $29.2K | 0.02% |
+81
| New | +$30K |
|
100
Home Depot
HD
$354B
| $26.5K | 0.02% |
+68
| New | +$27.8K |
|
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Longview Asset Management (California)'s Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Longview Asset Management (California), which disclosed 134 positions worth $149M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Communication Services and Financials.
- Longview Asset Management (California)'s largest Q4 2024 buy was Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
- Longview Asset Management (California)'s ten largest holdings make up 82% of its $149M portfolio in Q4 2024.
- Longview Asset Management (California) disclosed 134 positions in Q4 2024, its first 13F filing on record.
Based on Longview Asset Management (California)'s 13F filing for Q4 2024, filed 6 Aug 2025.